Muirfield Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Muirfield Wealth Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.43M	Sell	29,891 -51	-0.2%	-$11.4K	4.73%	6
2025 Q4	$6.58M	Sell	29,942 -1,095	-4%	-$239K	4.83%	5
2025 Q3	$6.7M	Buy	31,037 +260	+0.8%	+$54.6K	4.97%	5
2025 Q2	$6.3M	Sell	30,777 -392	-1%	-$76K	5.01%	5
2025 Q1	$6.05M	Sell	31,169 -263	-0.8%	-$52.3K	5.14%	5
2024 Q4	$6.16M	Sell	31,432 -272	-0.9%	-$54.3K	5.07%	4
2024 Q3	$6.28M	Buy	31,704 +151	+0.5%	+$28.8K	5.33%	5
2024 Q2	$5.76M	Sell	31,553 -76	-0.2%	-$13.7K	5.41%	4
2024 Q1	$5.78M	Sell	31,629 -56	-0.2%	-$9.84K	5.56%	4
2023 Q4	$5.4M	Buy	+31,685	New	+$5.1M	5.72%	4

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Muirfield Wealth Advisors's VIG Position: Q1 2026 in Review

Muirfield Wealth Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.17% in Q1 2026, selling an estimated $11.4K and leaving 29,891 shares worth $6.43M. The position accounts for 4.73% of the portfolio, ranked #6.

Muirfield Wealth Advisors first reported a position in VIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.7M in Q3 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Muirfield Wealth Advisors held 29,891 shares of Vanguard Dividend Appreciation ETF worth $6.43M as of Q1 2026.
Muirfield Wealth Advisors sold 51 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $11.4K.
Vanguard Dividend Appreciation ETF made up 4.73% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #6 holding.
Muirfield Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 10 quarters since.
Muirfield Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $6.7M in Q3 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.